An exciting opportunity to join in a client-facing role focused on building and maintaining strong relationships with corporate and individual clients. This position offers the chance to act as a trusted point of contact, providing guidance, support and solutions while helping clients navigate complex financial and retirement planning matters. The role can be tailored to suit an experienced professional looking to progress at either Assistant Manager or Manager level.
What You’ll Do
- Build and maintain strong relationships with corporate and individual clients.
- Act as the primary contact for a portfolio of clients and key stakeholders.
- Meet with clients to provide guidance and support on financial and retirement-related matters.
- Conduct regular review meetings and respond to client enquiries in a timely and professional manner.
- Liaise with internal teams to ensure seamless service delivery and effective communication.
- Keep clients informed of relevant legislative, regulatory and industry developments.
- Support business development initiatives, networking activities and client engagement events.
What You’ll Need
- Strong relationship management and stakeholder engagement skills.
- At least three years’ experience within financial services or a related professional environment.
- Excellent communication, organisation and record-keeping abilities.
- The ability to explain technical or complex concepts in a clear and practical way.
- A proactive, self-motivated and client-focused approach.
- Knowledge of relevant regulatory and legislative requirements.
- Professional qualifications or experience within pensions, fiduciary services or wealth-related sectors would be advantageous.
Why Join?
- Competitive salary and comprehensive benefits package.
- Professional study support and ongoing career development opportunities.
- Flexible working arrangements that support work-life balance.
- A collaborative and inclusive culture that values diversity and wellbeing.
- Additional wellbeing initiatives, social activities and community engagement opportunities.
- Opportunity to join a respected organisation with strong long-term career prospects.
More information about this role is available upon request – contact the team today for further details.
